News, Comment & Analysis results for Archive

Technology
29 July 2026

EXCLUSIVE: How Does New York Data Centre Ban Shift AI Odds?

As this news service shows in interviews with wealth managers, they see AI as a driving force for...

Financial Results
28 July 2026

Attributable Profit Slips At Barclays' Private Bank, Wealth Arm In H1 2026

The UK-listed banking group reported a mixed set of figures in the private banking and wealth...

People Moves
28 July 2026

Who’s Moving Where In Wealth Management? – Natixis IM, Womble Bond Dickinson, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

People Moves
28 July 2026

State Street Names New MD, Head Of Direct Retail, Digital Wealth International

The firm said that the new head’s experience in building partnerships with some of Europe’s...

People Moves
28 July 2026

SuMi TRUST AM Appoints London Office Leader

There is a change at the top of the London office for the Japanese investment business. ...

M and A
28 July 2026

J Stern & Co Combines Swiss Operations With Geneva Asset Manager In Merger Deal

The merger is also an example of the kind of industry consolidation taking place in Switzerland,...

Alt Investments
28 July 2026

Goldman Sachs Expands Alternative Investment Offerings

The US firm has formed a group that is building on existing capabilities in areas such as private...

M and A
28 July 2026

Wealthtech In Talks To Acquire Capital Markets Software Firm From BNP Paribas, Natixis

Objectway has entered exclusive negotiations to acquire BNP Paribas and Natixis's stakes in SLIB, a...

New Products
27 July 2026

RIB Private Finance Launched

The new firm will complement the established investment, commercial and residential departments,...

Investment Strategies
27 July 2026

EXCLUSIVE: Arbra Partners Targets Middle East, Portugal

The creator of asset manager and wealth advisory Arbra Partners talks about why he started his...

Comment & Analysis results for Archive

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using...